Tolleson Wealth Management, Inc. - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is XSVM and the CUSIP is 46137V480. A total of 66 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Tolleson Wealth Management, Inc. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$1,445
+3.7%
30,0000.0%0.35%
+3.6%
Q2 2023$1,393
+2.0%
30,0000.0%0.34%
-4.8%
Q1 2023$1,366
-0.4%
30,0000.0%0.35%
-5.1%
Q4 2022$1,372
-99.9%
30,0000.0%0.37%
-0.3%
Q3 2022$1,236,000
-7.2%
30,0000.0%0.37%
-1.1%
Q2 2022$1,332,000
-17.6%
30,0000.0%0.38%
-21.3%
Q1 2022$1,616,000
-0.1%
30,0000.0%0.48%
+10.1%
Q4 2021$1,617,000
+7.1%
30,0000.0%0.44%
+1.9%
Q3 2021$1,510,000
-10.7%
30,000
-10.0%
0.43%
-6.4%
Q2 2021$1,691,000
+4.4%
33,3330.0%0.46%
-6.7%
Q1 2021$1,619,000
+39.1%
33,3330.0%0.49%
+26.7%
Q4 2020$1,164,000
+29.9%
33,3330.0%0.39%
+6.6%
Q3 2020$896,000
+9.7%
33,3330.0%0.36%
+1.4%
Q2 2020$817,000
+24.0%
33,3330.0%0.36%
+24.0%
Q1 2020$659,000
-41.6%
33,3330.0%0.29%
-47.3%
Q4 2019$1,129,000
+10.9%
33,3330.0%0.55%
-1.4%
Q3 2019$1,018,000
+4.1%
33,3330.0%0.56%
-17.7%
Q2 2019$978,000
-0.8%
33,3330.0%0.67%
-1.2%
Q1 2019$986,000
+12.0%
33,3330.0%0.68%
+31.7%
Q4 2018$880,00033,3330.52%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2021
NameSharesValueWeighting ↓
360 Financial, Inc. 219,519$10,453,4726.50%
Del-Sette Capital Management, LLC 129,429$6,231,9926.13%
Aspire Wealth Management Corp 116,040$5,587,3454.25%
MONECO Advisors, LLC 143,834$6,925,6241.93%
Fortress Wealth Management, Inc. 51,402$2,475,0221.60%
Asset Allocation Strategies LLC 57,998$2,792,5891.29%
Marshall Financial Group LLC 67,096$3,230,6721.16%
Insight Wealth Strategies, LLC 102,864$4,952,9040.96%
LOWERY THOMAS, LLC 18,767$903,6500.86%
QP WEALTH MANAGEMENT, LLC 8,145$392,1820.68%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders